In Plus Episode 359, we calculate how much of the Simplify Interest Rate Hedge ETF (PFIX) to purchase in order to protect against rising interest rates. We also look at how purchasing deep-in-the money call options is a way to get cheap leverage to magnify the returns of a specific index or asset. … [Read more...]
161 Plus: Monte Carlo Analysis, Quant Funds and Interest Rate Hedged ETFs
This week June 17, 2017 on Money For the Rest of Us Plus we run some scenarios using Portfolio Visualizer's Monte Carlo Analysis to get a sense of whether the results are accurate and can be trusted. We also look at what are quantitative strategies. Finally, we compare an investment grade corporate bond interest rate hedged ETF with a short-term corporate bond fund. … [Read more...]